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HomeMy WebLinkAbout03-0179 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' Sharen L. Worle¥ No. 21'03- lq 9 also known as Sharen S. Worle¥ To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 3 0 0 - 3 8 - 6 0 z~ 6 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execu~r named in the last will of the above decedent, dated September 6 ,1984 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber]and County, Pennsylvania, with hot last family or principal residence at 709 Cool]dcm .qtroot-, New Cumberland, PA 17070 ~ (list street, number and muncipality) Decendent, then 57 years of age, died Nt~x~ember 6 ~Ixgx 9n02, at 700 C~nlir]go .qtreet -v Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 7 3 0 6.4 0 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3. COUNTY OF Cl~rl ,~ncl The petitioner(s) above-named ~(-s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. S orn to or affirmed and subscribed ,~ '~ b .~ c~ ~ before me this 27th __ day of / . ' (f '~d ' 0~' k.._.F February.. / .., ~ 1~f,_2003 J ,~ Donna M. Otto, 1st Deputy ' ~t~gister ~ ~ / 9.-i No. 21-2003-179 Estate Of Shmren L. WorleY, aka Sharpen .~. Wm~]~y , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Febru~ 28th 19 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 6th, 1984 described therein be admitted to probate and filed of record as the last will of Sbmren L. Worley. aka .qhar~n ~q. Wor] ~y ; and Letters Testanentary are hereby granted to Francis Worley, Jr. -Donna M' ot~.,i~e FEES Probate, Letters, Etc .......... $ 40.00 Daniel David Worley, Esquire Short Certificates(4) .......... $ 12.00 ATTORNEY (Sup. Ct. i.D. No.) #89029 Renunciation ................ $ 225 Latimore Valley Road ~ages (4) $ 12.00 .aDDRESS co~i~ 3 . $ Total $ 75.50 York?$pSrings. PA 17372 Filed 1~66i~5~. ~'B'/~; ~O'~J .............. PHONE ( 800 )803-4529 MAILED LET'I]~RS TO EXECUTOR ON 2-28-2003 This is to certify that the information here given is correctly copied 6'om an original certi6cate of death duly fik~d with mc as Loc~ Registrar. The original certificate will be fb~arded to the State Vital Records ()f~cc fk~r permanent WARNING: It is illegal to duplicate this copy by photostat or photograph. ' ... Fee for this certificate, $2.00 ~~ ~~ No. Date H105 144 RSv 1fg! COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS T,P~.,., CERTIFICATE OF DEATH --.~*.~.~ (Coroner) 8LACK INK Sharen L ~orle ~Female -6046 ,. November 6, 2002 57 ~. 1944 ,~0 ~,-~ Cumberland New Cumberland 709 Coolidge Street ~.~c~, Co~e F~n~ Jr 11:00 ~ November 7, 2002 ,~)~ , H _..~_ ire C to ascular Disease ~Em~C~~ NIDDM Hechanlesburg, Pa. 11050 23_-2003-179 i:ll mt/ stam tt OF SHAREN S. WORLEY I, SHAREN S. WORLEY, a resident of New Cumberland Borough, Curaberland County, Pennsylvania, do hereby make my Last Will and Testa- ment and revoke all prior Wills. FIRST: If my husband, Francis Worley, Jr., survives me, I make the following disposition of my estate: (a) I give and bequeath my tangible personal property, in- cluding any motor vehicles and the insurance on them, to my husband, Francis Worley, Jr. (b) Ail the rest, residue and remainder of my estate, real and personal, I give, devise and bequeath to my husband, Francis Worley Jr. SECOND: If my husband, Francis Worley, Jr., does not survive me, I make the following disposition of my estate: (a) I give and bequeath my tangible personal property to my son, Francis J. Worley, III. I name my sister, Su~al~ Jo Sau~rbrun, 220 East 82nd Street, #1, RE, New York, New York, 10028, guardian of his estate with respect to this bequest and direct that she shall rep- resent my son in making meaningful choices of tangible personal prop- erty. Any articles not chosen shall be sold and the proceeds added to Witness: ~. ~ (ej~l~ '~~ocx-~x~' ~ '~ ' ~ ~[~~~~ _ ~ '" (SEAL) my general estate. (b) Ail the rest, residue and remainder of my estate, real and personal, I give, devise and bequeath to my sister, Susan Jo Sauerbrun, in trust, nevertheless, for the following purposes and on the following terms: (1) The trustee shall establish a trust for my son, Francis J. Worley, III, and shall hold, invest and reinvest the same for his use and benefit. (2) The trustee shall accumulate the income of the trust estate until my son attains the age of twenty-one (21) years, at which time the trustee shall make payments to him of the income of the trust estate at convenient intervals, not less frequently than quarterly. (3) The trustee shall at all times, have the authority in its discretion, to pay or apply the income and principal of the trust estate for the care, maintenance, education and welfare of my son, taking into account other resources avail- able to him. (4) At all events, the trustee shall pay the principal of the trust estate, and any undistributed income, to my son, Francis J. Worley, III, when he attains the age of twenty-five (25) years,.at which time the trust shall terminate. THIRD: I name my husband, Francis Worley, Jr., executor of this, my Will~ should he fail to survive me, or fail to qualify or Witness: /~ .~ ~?/~~ --2-- cease to act as such for any reason, I name my sister, Susan J© Sauer- brun executrix of this, my Will. FOURTH: I name Susan Jo Sauerbrun guardian of the person of my son, Francis J. Worley, III, my husband, Francis Worley, Jr., hav- ing predeceased me. FIFTH: I authorize my executor and trustee, and their successors, to exercise the following powers, in addition to those given by law, to be exercised in their sole discretion: (a) To retain any real or personal property which may at any time form part of my estate. (b) To repair, alter, improve or lease, for any period of time, any real or personal property, and to give options for leases. (c) To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition any real or per- sonal property and to give options for sales or exchanges. (d) ?o compromise claims. (e) ?o make distribution in cash or kind or partly in each. (f) ?o exercise all power, authority and discretion given by this, my Will a[ter the termination of any trust created herein until the same if fully distributed. SiXTHi~ Ail principal and income shall, until actual distri- Witness:~~_~ ~ ~'/~'~ z -3- bution to the beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same shall not be liable to any levy, attachment, execution or sequestration while in the hands of my executor of trustee. SEVENTH: If any beneficiary shall, in the sole opinion of my trustee, become mentally or physically incapacitated, my trustee may apply such beneficiary's share, either principal or income, for the support and welfare of such beneficiary, directly, without the inter- vention of a guardian. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament this ~ day of ~2~~~ , 1984. Witness: -4- COmmONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF YORK : We, ~Sharen S. Worley ..... T. Frederick Feldmann and Helen A. Landis, thetestatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrixsigned and executed the instrument as~her last will and that sh~had signed willingly, and that she executed it as her free and voluntary act for the purposes herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witness and that to the best of his or her knowledge the testatrix was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, affirmed and acknowledged before me by iSharen S. Worley ., the testatrix and subscribed and affirmed to before me by T. Frederick Feldmann and Helen A. Landis, the witnesses, this day of September, 1984. NOVEMBER 16, 1987 YORK, YORK COUNTY, PA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ..~ ~';ch L_, Date of Death: /~/0vf~*ex ~} Will No. ~~O/~ ~ Zl-2oo~-I 7~ Admin. No. To the Register: I cenify ~at notice of (beneficial interest) estate ~dmhistration required by Rule 5.6(a) of the O~hans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~ ~ 0~ : Name Address ~r~,~ ~o~l,D .3c 7~ ~oo/;~b~ ~.,& ~ ~,~ c~.~/.t P~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ZJ-~- O~ ~L~~_ Signature Name Address Capacity: __ Personal Representative Counsel for personal representative -- o REV-150~X (6-00) OOMMONWEA.T. OF REV'I 500 OFF,C,AL USE PENNSLYVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ~'~ DEPT. 28~01 RESIDENT DECEDENT HARRISBURG, PA 17128-0601 COUN~ CODE Y~R NUMBER DECEDENT'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOC~L SECURITY NUMBER Wo~y, Sharon, L 3~-~6 DATE OF D~TH (MM-DD-Y~R) J DATE OF BIRTH (MM-DD-Y~R) ~ R~URN M~T ~ FI~D IN DUPL~A~ ~ ~E 11~2 ~ 11-~ REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INIT~L) SOC~L SECURI~ NUMBER Wo~y Jr., Fmn~s 197~5177  1. Original Return ~ 2. Supplemental Return ~ 3. ~emain~r Re~rn(~ ~ ~to ~2_~) 4. Limited Estate ~ 4a. Future Interest Comp~ (aae of death a~er 12-12-82) ~ 5. Federal Estate Tax Return Required 6. De.dent Died Testate (A~ch ~py of Will) ~ 7. De.dent Maintain~ a Living Trust (A.a~ a ~py of Tm~) 8. TO~I Number of Safe De.sit Boxes 9. Litigation Pro--ds Re~iv~ ~10. S~U~' Pove~ C~ed,t <~., o,~.,, ~.. ~-~,-~ ~ ~.~.~,) ~ ~.~;~,~Ji~n to tax under Sec. 9113(A) NAME COMPLETE ~ILING ADDRESS ~ D. W~ .... W~y & ~ LLP, 225 L~i~ Val~y Road. Y~ Spdngs, PA 17372 FIRM NAME (If Appli~ble) ~ey & Wod~ LLP TELEPHONE NUMBER ~17) 528~500 1. Real Estate (Sch~ule A) (I) $ 0.00.~ ~FFI~IAI I IRF nNI Y 2. Stocks and Bonds (Sch~ule B) (2) $618.24~ 3. Closely Held Corporation, Pa~nemhip or Sole-Propdetomhip (3) ' ~0 ~ 4. Mo~gages & Notes R~eivable (Sch~ule D) (4) 5. Cash, Bank De.sits & Misc. Pemonal Pro~ (Sch~ule E) (5) $ 1~1 6. Join~y Own~ Pmpe~ (Sch~ule F) (6) $ 63~54.00 I  Separate Billing Request~ 7. Inter-Vivos Transfem & Misc. Non-Pro~te Prope~ (7) $ 0.00 ~ .......... ~ ................... :~,:;:..:;;; ........................................... (Schedule G or L) 8. To~l Gross Asse~ (total Lines 1-7) (8) $ 78633.68 9. Funeral Expenses & Administrative Costs (Sch~ule H) (9) $ 3895.00 10. Debts of De~ent, Mo~gage Liabilities & Liens (Schedule I) (10) $ 0.00 11. To~l Deductions (to~l Lines 9 & 10) (11) $ 3895.00 12. N~ Value of Es~te (Line 8 minus Line 11) (12) $ 74738.68 13. Charitable and Govemmen~l B~uest~S~ 9113 Trusts for which an ele~ion to tax has not ~en (13) $ 0.00 made (Sch~ule J) 14. N~ Value Subject ~ Tax (Line 12 minus Line 13) (14) $ 74738.68 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE ~TE8 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) $72895.68 x ~ (15) $ 0.00 16. Amount of Line 14 taxableat lineal rate $1879 x 4.5% (16) $ 84.56 17. Amount of Line 14 taxable at sibling rote x .12 (17) $ 0.00 18. Amount of Line 14 taxable at collateral rate x .15 (18) $ 0.00 19. Tax Due (19) $ 84.56 ' Decedent's Complete Address  SS 709 Coolidge Street I New Cumberland I PA 117070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) $ 84.56 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) $ 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) $ 0.00 4. If line 2 is (~reater than line 1 + line 3. enter the difference. This is the OVERPAYMENT Check box on Page 1 Line 20 to request a refund (4) $ 0.00 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $ 84.56 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B) $ 84.56 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ~ ~ b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? ~ ~ 3. Did decedent own an "in trust for" or payable upon deal~ bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefic ary designation? ~ ~ IF THE ANSWF-R TO ANY OF THE ABOVE ~ IS YES, YOU MUST ~ SCHEDtJLE G AND RLE iT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accu~panying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. SIGNA~TLJJ;~J) OF PF~RSON R'~PON~BLE FO~'F~LING RE)URN ADDRESS - t~j .~- ~j '7-- ~- ~ ~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE " · ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January I 1995 the tax rate imposed on the net value of transfers to or for the use of the survivinn s,~ouse is 0% r72 P $ Ol ~ ~ (a) (1.1) (ii)]l The statute does not exert;pt a tr;nsfer to a survivin,, s"ouse fr~ ' .................... = ~ L ..... ~ ~, ,,,,, ,,,^, ,=,,u L,~ ~[atu[ury requlremems ~'or oisclosure ut assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decadent, whether by blood or adoption. REV-1503~X + (1-97) (I) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sharen L. Worley FILE NUMBER 21-03-0179 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Pepsi Co. Stock 16 shares ~ $36.64 per sham OF DEATH $618.24 TOTAL (Also enter on line 2, Recapitulation) $618.24 (If more space is needed, insert additional sheets of the same size) REV-1505,EX + (1-97)(1) SCHEDULE E COMMONVVEA.T.,..ER,T^.cEOrT.xPE.NS¥.V^NI^RETUR. CASH, BANK DEPOSITS, & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Sharen L. Wodey FILE NUMBER 21-03-0179 IncJude the proceeds of litigation and the date lhe proceeds were received by the estate. All propertY/jointly~md with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. GF Employsss Credit Union $3976.51 2, Savers Advantage Account $1600.61 3. 1968 VW Beetle Convertible $2040.00 4. 1991 Lincoln Towncar $5800.00 5. VIP Checking Account $644.32 TOTAL (Also enter on line 5, Recapitulation) $14,061 .~.~. (If more space is needed, insert additional sheets of the same size) REV-150~,EX + (1-97)(1) OOMMO.VVEA'T. Or PEN.SV.VA.,^ SCHEDULE F ,..ER,TA.CEREs,DE.T DECEDE.TT~ RE~UR. JOI NTLY'OWN ED PROPERTY ESTATE OF Sharen L. Wodey FILE NUMBER 21-03-0179 If an asset was made joint within one ear of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Francis Worley Jr. 709 Cc-3~idge Street, New Cumberland, PA 17070 Husband 119 Edward Lee Court, Newark, DE 19713 Son B. Francis J. Worley JOINTLY-OWNED PROPERTY: ITEM LI: I I ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH NUMSER FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1973 R_~_.~_ence - 709 Coolidge ,.%-ee~, New Cuillb~&~d, PA 17070 $104,150 50% $52075 2. B. 19957 Credit Union Account $3758 50% $187g TOTAL (Also enter on line 6, Recapitulation) $ 63954.00 (1~' mnr~ ~[~a~a i .... ~1~,.~ ;.._.., additional sheets of the same size) REV-1511 EX + (1-97)(1) rlll;i;=llll(~il(~;i rl[lllllrh Iilillllllllli Iii1!1[1! ~illl SCHEDULE H COMMONW~.TH Or.~..S~W.,~ FUNERAL EXPENSES & INHERITANCE T~ RETURN .~s.~.~ ~c~.~ ADMINISTRATIVE COSTS L ESTATE OF Sharen L. Wodey FILE NUMBER 21-03-0179 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Paid to Feiser Funeral Home for cremation and funeral expenses $3700 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Francis Worley Jr. $0.00 Social Security Number(s) / EIN Number of Personal Representative(s) 197-40-5177 Street Address 709 Coolidge Street City New Cumberland State PA Zip 17070 Year(s) Commission Paid: 2. Attorney Fees $0.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ~ Zip Relationship of Claimant to Decedent 4. Probate Fees 75.50 filing fees 119.50 advert~ment $195.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. TOTAL (Also enter on line 9, Recapitulation) $ 3895.00 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002760 WORLEY DANIEL DAVID ESQUIRE 225 LATIMORE VALLEY ROAD YORK SPRINGS, PA 17372 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fotd .......... 101 $84.56 ESTATE INFORMATION: SSN: 300-38-6046 FILE NUMBER: 2103-01 79 DECEDENT NAME: WORLEY SHAREN L DATE OF PAYMENT: 07/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/06/2002 TOTAL AMOUNT PAID: $84.56 REMARKS: FRANCIS WORLEY C/O DANIEL WORLEY ESQUIRE CHECK# 2074 INITIALS: VZ SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONNEALTH OF PENNSYLVANIA BUREAU ~F TNBIVTBUAL TAXES DEPARTMENT OF REVENUE ZNHERTTANCE TAX DTVZSTON DEPT. 280601 HARRISBURg, PA 17128-0601 NOTICE OF INHERTTANCE TAX APPRAISEMENT, ALLO#ANCE OR D]:SALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-I$~i7 EX AFP (01-05) ,i DATE 08-11-2005 ~'~ ESTATE OF MORLEY SHAREN L DATE OF DEATH 11-06-2002 FILE NUMBER 21 05-0179 '03 AS~ 12 '!i~ :;{1 COUNTY CUMBERLAND DANIEL D WORLEY ACN 101 WORLEY & WORLEY 225 LATIMORE VALLEY R.= Amount Remitted YORK SPRINGS PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE I~- RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORLEY SHAREN L FILE NO. 21 05-0179 ACM 101 DATE 08-11-2005 TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON-- ORIGINAL RETURN 1. Real Estate (Schedule A) (1) . O0 NOTE: To insure proper 2. Stocks end Bonds (Schedule B) (2) 618.2~ credi~ ~o your account, 3. Closely Held S~ock/Partnership In~eres~ (Schedule C) ($) . O0 sub. it the upper portion q. Mortgages/Notes Receivable (Schedule D) (q) . O0 of this fore wi~h your 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) lq 1061. qq tax payment. 6. Jointly O~ned Propar~y (Schedule F) (6) 1;879.00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 16,558.68 APPROVED DEDUCTIONS AND EXEMPTIONS: 5,895.00 9. Funeral Expenses/Ad~. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) O0 11. Total Deductions (11) · .RgS. DO 12. Net Value of Tax Return (12) 12,665.68 15. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 lq. Nat Value of Estate Sub,act to Tax (lq) 12,663.68 NOTE: I~ an assessment was issued previously, lines lq, 15 and/or 16, 17, 18 and 19 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of L/nm lq at Spousal rate (15) 10,78q.68 x O0 = .00 16. Aaoun~ of Line lq ~axable at Lineal/Class A rata (16). 1,879.00 X Oq5: 8q.56 17. Amoun'l: of L/ne 14 mt Sibling rate (17) .00 X 12 = .00 18. Amount of Line lq taxable at Collateral/Class B rata (18) .00 X 15 = . O0 19. Principal Tax Due (19)= 8q.56 TAX CREDITS: DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-02-2005 CD002760 .00 8q.56 TOTAL TAX CREDIT I 8R.56 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I . O0 ~ ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REIIUZRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 19S2 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for lifo or for years, tho CoaaonHaalth hereby expressly reserves the right to appraise and assess transfer [nheritance Taxes at the lawful Class B (collateral) rata on any such future interest. PURPOSE OF NOT[CE: To fulfill the requireesnts of Section Zl40 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (7Z P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ILLS, AGENT REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ere available at the Office of the Register of #ills, any of the 25 Revenue District Offices, or by calling the special 24-hour ansmartng service for fores ordering: 1-800-S62-2050~ services for taxpayers aith special hearing and ! or speaking needs: 1-800-4~7-$020 iTT only). OBJECTIONS: Any party in interest not satisfied aith the appraisement, allowance, or disalloaanca of deductions, or assessment of tax (including discount or interest) as sheen on this Notice oust object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 1712B-lO21, OR --election to have the salter determined at audit of the account of the personal representative, OR --appeal to the O~phans' Court. ADNIN- [STRATIVE CORRECTIONS: Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for e Resident Decadent" (REV-ISO1) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three ($) calendar months after the dacadant's death, a five percent CSX) discount of the tax paid is allowed. PENALTY: The 1S2 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same canner and in the the sams tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and one il) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January 1~ 1982 bear interest at the rate of six (62) percent par annum calculated at a daily rate of .00016~. Ail taxes ahich became delinquent on and after January l, 1982 will bear interest at a rate mhich ~ill vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yaa__r Rata Factor 1982 lOX .00054D 1987 92 °000247 1999 7Z .000192 19&~ 16~ .0006~8 1988-1991 llZ .O00$Ol 2000 82 .000219 1984 112 .000501 1992 92 .0002~7 ZOO1 92 .000247 1985 1~ .000556 199~-1994 72 .000192 Z002 6~ .000164 1986 lOZ .O00ZTq 1995-1998 92 .000247 2003 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ~15) days beyond the data of the assessment. If payment is sade aftsr the interest computation data shown on the Notics, additional interest oust be calculated. REV-14?0 EX (6-88)  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENT'$ NAME FILE NUMBER Sharen L. Worley 2103-0179 REVIEWED BY ACN John Kuchinski 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES F 1 The value of the real estate has been removed from the schedule since the property was held by husband and wife as entireties property and is thus not subject to tax. ROW Page 1 Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/24/2004 WORLEY DANIEL DAVID ESQUIRE 225 LATIMORE VALLEY ROAD YORK SPRINGS, PA 17372 RE: Estate of WORLEY SHAREN L File Number: 2003-00179 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/06/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: k_.~~f e._~ kxf C)C-lc-_-3 DateofDeath: /~)OxY~_~PC~D~ ~ ) Will No.: C:~ [D[D~ - ~C.3 [ '-IC2t Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [-'-] No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No ?] b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [-] No ['-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~-~}-0, Signature Name Telephone No. sonal Rep. e~ntative ~Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 WORLEY FRANCIS JR 709 COOLIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of WORLEY SHAREN L File Number: 2003-00179 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/06/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ r .~ ~ M~L~~~~ . ,/ GLENDA FARNER STP~.SBAUGH REGISTER OF WILLS cc: File Counsel Judge ,<" --' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 WORLEY DANIEL DAVID ESQUIRE 225 LATIMORE VALLEY ROAD YORK SPRINGS, PA 17372 RE: Estate of WORLEY SHAREN L File Number: 2003-00179 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/06/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, $~~~ GLENDA FAPJJER STP~.SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \.-IS 1~.L (j ~, tt.' ...~.., (" --, ~-~-' ~ l-f"- -- (:5 ! t...r;:, c-::, C:'::i ~ . Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 .s~U('eYj /JOT/ (7 (p ) 2o()~ Date of Death: --11IOvr~ brr Estate No.: 2-0()~""'" 00/71 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether adminjitTation of the estate is complete: Yes 0 No ILl 2. If the answer is No, state when the personal representative reason~bly believes, that I~_ the administration will be complete: I 7f() I' Or ~ r"" /llijvl-i (/ Y') I 5 G!)~/~ 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 11- 2-05 J)Jy, ~7 Signature Odl);P I O. L) or(fLl Name -:r - '. -- U.S '-"4,'"or... Ctv f~ ~aA! r<"f] Sri')'::, fJ, Address I 1/1 52-3- ~r:;QfJ Telephone No. Capacity: Ofersonal Representative L51Counsel for personal representative ~"':';"- c. C") I t--" ',....-...1 ..., "'.,~ Vi::--